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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,568 | $36,916-47.0% | $156,551-87.5% | $57,658-66.1% |
| Participation rate | 92.4% | 63.4%+29.0pp | 84.0%+8.4pp | 70.2%+22.2pp |
| Annual return | 0.00% | 12.38%-12.4pp | 32.23%-32.2pp | 5.13%-5.1pp |
| Employer contribution / active EE | $3,193 | $1,571+103.3% | $5,501-42.0% | $1,974+61.8% |
| Participant deferral / active EE | $2,804 | $1,926+45.6% | $4,871-42.4% | $3,061-8.4% |
| Admin fee / account holder | $90 | $82+8.9% | $13,028-99.3% | $95-5.0% |